Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,319 | $211,224-82.3% | $178,505-79.1% | $145,897-74.4% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 5.71% | 30.28%-24.6pp | 27.16%-21.4pp | 552.29%-546.6pp |
| Employer contribution / active EE | $482 | $4,577-89.5% | $3,955-87.8% | $4,663-89.7% |
| Participant deferral / active EE | $1,341 | $6,966-80.8% | $6,280-78.7% | $6,689-80.0% |
| Admin fee / account holder | $2,719 | $12,109-77.5% | $10,428-73.9% | $13,390-79.7% |